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Personal Development

Start With Why

Simon Sinek’s book “Start With Why” is one of the best books I have read about business and leadership. I recommend this book to everyone who wants...

Finance

#4 Fundamental of Money: 80/20 Rule of Thumb

80/20 Rule Pareto’s Principle states that 20% of your activities will account for 80% of your results. The key is identifying that 20% of the most...

Personal Development

The Benefits of Single Tasking

Focusing on money can be difficult in our current world full of distractions. A commitment to single tasking may be an effective way to improve your...

Finance

The #1 Fundamental Of Money

Don’t make any personal finance decision that you don’t understand the basics of. You don’t need a PHD to be able to make sound money decisions.

Welcome

SCC Spotlight Speaker ∙ Video

I was the “Spotlight Speaker” at the SCC Entrepreneurship Center Focus Suites. I enjoy the services they provide for small business owners like me.

Uncategorized

Financial Coach vs. Money Manager

I have been asked recently to clarify what I do and how it differs from a “Money or Financial Manager.” Here are a few of the details of how I am...

Personal Development

SMART Goal Setting

80% of New Years resolutions will fail by Valentine’s Day. Why is it so hard to follow through? One mistake that people make is in poor goal setting....

Welcome

Financial Advisor vs Coach

How do you tell the difference between a financial advisor and a financial coach? Are they the same thing? What are the benefits of each?

Personal Development

How to Overcome Guilt and Shame

We all make mistakes with money. Understanding the difference between guilt and shame has made me change my approach to money decisions.

Welcome

The Fiscal Dad Coaching Process

The Fiscal Dad Coaching process is a straightforward, step-by-step way to get your money life in order. We'll work together to simplify, plan, and...

Personal Development

My Post-Covid Long Haul Journey

I have been really quiet on the social media and blogging front for much of the year. I have been dealing with some serious fatigue and brain fog...

Retirement Planning

IRA vs Roth IRA

The IRA (Individual Retirement Account) can be a confusing subject. An IRA is not an individual investment. It provides tax advantages to protect...

Finance

#3 Fundamental of Money: Build A Team

Building a team of experts to help make financial decisions is one of the main fundamental steps to taking control of your personal or business...

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